Equita Financial Network’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Equita Financial Network’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.2M	Buy	154,472 +3,824	+3%	+$1.37M	15.87%	1
2026 Q1	$48.3M	Sell	150,648 -9,490	-6%	-$3.18M	15.2%	1
2025 Q4	$53.7M	Buy	160,138 +11,197	+8%	+$3.72M	16.18%	1
2025 Q3	$48.9M	Buy	148,941 +7,965	+6%	+$2.52M	16.52%	1
2025 Q2	$42.8M	Sell	140,976 -1,806	-1%	-$508K	17.05%	1
2025 Q1	$39.2M	Buy	142,782 +9,003	+7%	+$2.62M	13.71%	1
2024 Q4	$38.8M	Buy	133,779 +5,802	+5%	+$1.69M	14.02%	1
2024 Q3	$36.2M	Buy	127,977 +26,804	+26%	+$7.31M	13.24%	1
2024 Q2	$27.1M	Buy	101,173 +4,798	+5%	+$1.24M	11.31%	1
2024 Q1	$25M	Buy	96,375 +40,944	+74%	+$10.1M	11.25%	1
2023 Q4	$13.1M	Buy	55,431 +4,499	+9%	+$995K	7.01%	2
2023 Q3	$10.8M	Buy	+50,932	New	+$11.3M	6.66%	2

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Equita Financial Network's VTI Position: Q2 2026 in Review

Equita Financial Network increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, buying an estimated $1.37M and bringing the position to 154,472 shares worth $57.2M. The position accounts for 15.87% of the portfolio, ranked #1.

Equita Financial Network first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Equita Financial Network held 154,472 shares of Vanguard Morningstar Total Stock Market ETF worth $57.2M as of Q2 2026.
Equita Financial Network bought 3,824 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.37M.
Vanguard Morningstar Total Stock Market ETF made up 15.87% of Equita Financial Network's portfolio in Q2 2026, its #1 holding.
Equita Financial Network first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.